Business OwnerEmpty NestersParents with GrandchildrenSeniors and Older Children February 19, 2018 After 41 Years of Marriage, it’s over…now what Happens? Long-time clients, Dave and Marge (names changed to protect my clients), broke the bad news… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families February 9, 2018 5 Critical Steps Before Applying For Veterans Benefits If I asked a group of 100 people the definition of “Veteran’s Benefits,” I would… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families February 2, 2018 Do You Know Your Current Level of Personal Risk? Now you can get a good indication of whether it is High, Medium, or Low…and… Tom Walker
Empty NestersParents with GrandchildrenSeniors and Older Children February 1, 2018 3 Planning Methods Everyone Needs to Know About Using Medicaid and NOT LOSE their Assets We had an interesting discussion with “Jane” (not her real name) in our office the… Tom Walker
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenProfessionals without ChildrenYoung Families December 19, 2017 Next-Generation Donors Will Revolutionize Giving Bruce DeBoskey published an interesting book review in the Dec 15, 2017, edition of WealthManagement.com Morning… Tom Walker
Empty NestersEstablished Family with Minor ChildrenParents with GrandchildrenSeniors and Older ChildrenYoung Families December 6, 2017 Estate planning options for dealing with an addict Kevin L. Johns published an interesting article in the December 5, 2017, Morning Memo on… Tom Walker
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families November 17, 2017 Tactfully Approach Key Issues with Elderly Loved Ones This Season The staff at Elder Counsel offers advice on discussing issues with elderly loved ones this… Tom Walker
Business OwnerEmpty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families November 16, 2017 Beware of Ponzi Schemes The Wealth Management.com Staff reported on November 16, 2017, that a dozen or more Ponzi… Tom Walker
Empty NestersParents with GrandchildrenProfessionals without ChildrenSeniors and Older Children November 3, 2017 Ninety-Two Percent of Caregivers Are Financial Caregivers A Merrill Lynch study, conducted in partnership with Age Wave, finds that the 40 million family… Tom Walker
Empty NestersEstablished Family with Minor ChildrenMillennials With No ChildrenParents with GrandchildrenProfessionals without ChildrenSeniors and Older ChildrenYoung Families November 1, 2017 Do you want everyone to know what left to your children? Many people are not aware that lack of privacy is a significant disadvantage of using… Tom Walker